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Ishares ESG ADV High Yield (HYXF)

CUSIP: 46435G441 | NYSE | 197 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Colorado Capital Management, Inc.104,737
0.0% of portfolio›$4.7K
Commonwealth Equity Services, LLC69,607
0.0% of portfolio›$3.1M
Assetmark, Inc67,586
0.0% of portfolio›$3.0M
Bank of New York Mellon Corp32,249
0.0% of portfolio›$1.5M
Apella Capital, LLC31,203
0.0% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.27,834
0.0% of portfolio›$1.3K
Topel & Distasi Wealth Management, LLC19,911
0.4% of portfolio›$898.1K
Aurora Private Wealth, Inc.18,823
0.0% of portfolio›$849
Zenith Solutions, Inc.13,108
0.5% of portfolio›$591.2K
Schmidt P J Investment Management Inc11,203
0.1% of portfolio›$505.3K
Diversified Enterprises, LLC9,623
0.0% of portfolio›$434.1K
WestHill Financial Advisors, Inc.8,734
0.1% of portfolio›$394.0K
SBE LLC DBA Cedar Cove Wealth Partners7,761
0.2% of portfolio›$350.1K
Walkner Condon Financial Advisors LLC7,582
0.0% of portfolio›$342.0K
Fifth Third Securities, Inc.6,571
0.0% of portfolio›$296.4K
FinArc Investments, Inc.6,188
0.2% of portfolio›$279.1K
Verus Capital Partners, LLC5,921
0.0% of portfolio›$267.1K
Sweeney & Michel, LLC5,178
0.1% of portfolio›$233.6K
Kestra Advisory Services, LLC4,750
0.0% of portfolio›$214.3K
Curtis Advisory Group, LLC4,695
0.0% of portfolio›$211.8K
Milestone Investment Advisors LLC4,656
0.0% of portfolio›$210.0K
Larson Financial Group LLC4,063
0.0% of portfolio›$183.3K
US Bancorp \de\3,471
0.0% of portfolio›$156.6K
Sunrise Financial Services, LLC3,020
0.1% of portfolio›$136.2K
Key FInancial Inc2,347
0.0% of portfolio›$105.9K
Rossby Financial, LCC1,624
0.0% of portfolio›$73.3K
Heritage Family Offices, LLP950
0.0% of portfolio›$42.9K
Farther Finance Advisors, LLC906
0.0% of portfolio›$40.9K
Cape Investment Advisory, Inc.867
0.0% of portfolio›$39.1K
Latitude Advisors, LLC837
0.0% of portfolio›$37.8K
PFS Partners, LLC769
0.0% of portfolio›$34.7K
Triumph Capital Management650
0.0% of portfolio›$29.3K
High Note Wealth, LLC505
0.0% of portfolio›$22.8K
Birchwood Financial Partners, Inc.477
0.0% of portfolio›$21.5K
Cranbrook Wealth Management, LLC352
0.0% of portfolio›$15.9K
Spire Wealth Management244
0.0% of portfolio›$11.0K
IFP Advisors, Inc167
0.0% of portfolio›$7.5K
StyleTurnoverLocationFiled
Colorado Capital Management, Inc.
104,737$4.7K0.0%ETFVery LowBoulder, CO2026-10-15
Commonwealth Equity Services, LLC
69,607$3.1M0.0%ETFLowWaltham, MA2026-11-02
Assetmark, Inc
67,586$3.0M0.0%ETFLowConcord, CA2026-10-21
Bank of New York Mellon Corp
32,249$1.5M0.0%CoreLowNew York, NY2026-11-05
Apella Capital, LLC
31,203$1.4M0.0%ETFVery LowWest Hartford, CT2026-10-08
Cambridge Investment Research Advisors, Inc.
27,834$1.3K0.0%ETFLowFairfield, IA2026-11-02
Topel & Distasi Wealth Management, LLC
19,911$898.1K0.4%ETFVery LowBerkeley, CA2026-11-05
Aurora Private Wealth, Inc.
18,823$8490.0%ETFLowRockaway, NJ2026-10-20
Zenith Solutions, Inc.
13,108$591.2K0.5%ETFN/APhiladelphia, PA2026-10-19
Schmidt P J Investment Management Inc
11,203$505.3K0.1%GrowthVery LowCedarburg, WI2026-11-02
Diversified Enterprises, LLC
9,623$434.1K0.0%ETFVery LowWilmington, DE2026-10-19
WestHill Financial Advisors, Inc.
8,734$394.0K0.1%ETFVery LowSan Rafael, CA2026-10-14
SBE LLC DBA Cedar Cove Wealth Partners
7,761$350.1K0.2%ETFMediumBloomington, MN2026-10-15
Walkner Condon Financial Advisors LLC
7,582$342.0K0.0%ETFLowVerona, WI2026-11-02
Fifth Third Securities, Inc.
6,571$296.4K0.0%ETFLowCincinnati, OH2026-10-21
FinArc Investments, Inc.
6,188$279.1K0.2%ValueLowNorwood, MA2026-10-14
Verus Capital Partners, LLC
5,921$267.1K0.0%GrowthLowScottsdale, AZ2026-11-03
Sweeney & Michel, LLC
5,178$233.6K0.1%ETFVery LowChico, CA2026-10-16
Kestra Advisory Services, LLC
4,750$214.3K0.0%CoreLowAustin, TX2026-11-02
Curtis Advisory Group, LLC
4,695$211.8K0.0%ETFLowSanta Barbara, CA2026-10-28
Milestone Investment Advisors LLC
4,656$210.0K0.0%ETFVery LowMiddleton, WI2026-11-05
Larson Financial Group LLC
4,063$183.3K0.0%GrowthLowSt Louis, MO2026-11-05
US Bancorp \de\
3,471$156.6K0.0%IndexLowMinneapolis, MN2026-11-05
Sunrise Financial Services, LLC
3,020$136.2K0.1%ETFMediumBurien, WA2026-10-21
Key FInancial Inc
2,347$105.9K0.0%ETFLowWest Chester, PA2026-11-02
Rossby Financial, LCC
1,624$73.3K0.0%ETFMediumMelbourne, FL2026-11-05
Heritage Family Offices, LLP
950$42.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Farther Finance Advisors, LLC
906$40.9K0.0%IndexLowSan Francisco, CA2026-10-08
Cape Investment Advisory, Inc.
867$39.1K0.0%ETFLowMcdonough, GA2026-10-13
Latitude Advisors, LLC
837$37.8K0.0%ETFLowYorkville, IL2026-10-27
PFS Partners, LLC
769$34.7K0.0%ETFVery LowMine Hill, NJ2026-10-21
Triumph Capital Management
650$29.3K0.0%ETFMediumDenver, CO2026-10-14
High Note Wealth, LLC
505$22.8K0.0%ETFVery LowDeephaven, MN2026-10-27
Birchwood Financial Partners, Inc.
477$21.5K0.0%ETFVery LowBloomington, MN2026-11-02
Cranbrook Wealth Management, LLC
352$15.9K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Spire Wealth Management
244$11.0K0.0%GrowthMediumMclean, VA2026-10-30
IFP Advisors, Inc
167$7.5K0.0%GrowthLowTampa, FL2026-10-16